See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,263 | $105,630-55.3% | $87,507-46.0% | $273,961-82.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 5.22% | 12.25%-7.0pp | 12.21%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,633 | $3,141-48.0% | $2,550-35.9% | $4,869-66.5% |
| Participant deferral / active EE | $5,063 | $3,601+40.6% | $3,149+60.8% | $5,287-4.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |